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Microsoft CRM 4.0 Rollup 10 released
PERSONALISATION: Pointing Outlook Folders to Microsoft CRM Views
So to enable an unresolved CRM email view from a folder the following steps are required. The same logic can be applied to any view including advanced find views.
1. Navigate to from Outlook
a. Microsoft CRM folder -> Workplace -> My Work -> Activities
b. Select the following view Due = All, Type = Email View = My received Emails with Unresolved Senders
2. Within the view toolbar select:
a. More Actions
b. Send Shortcut
c. Of selected View
3. Copy the url that is populated in the email (underscore area only exclude greater and less than arrows)
4. Now select your mailbox and right click and select New Folder
5. Enter name of Unresolved CRM Emails
6. Select folder contains as Mail and Post Items
7. Click Ok
8. Right click on the new folder and select properties
9. Select the Home Page
10. Paste in the url to the address field
11. Click the show home page by default
12. Click OK
13. Optionally right click on new folder and select “Add to Favourite Folder”
14. When you click on this folder the selected view is displayed
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